You're worried about latency, model quality, and fundraising.

You should also be worried about export controls, GPU choke points, and the single executive order that could rewrite your entire roadmap.

Pranay Kotasthane (Chairperson Takshashila Institution, co-author of When the Chips Are Down) breaks the AI race into four competing narratives - nuclear standoff, arms race, innovation race, or diffusion game - and maps the five-layer supply chain that decides who actually gets to build.

Plus: why "self-reliance" is the wrong ambition, and what "self-strength" looks like instead.

A geopolitics playbook for builders, not diplomats.

Tune in and share with the builders, policy makers and AI adopters you know would benefit from the insights.